With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Joan Kelley

CFP®, CPA

Private Wealth Advisor

Business Financial Advisor
Learn more about Joan Kelley Visit Joan Kelley's website

Sarah Johnson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Sarah Johnson Visit Sarah Johnson's website

Matthew Brandt

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Matthew Brandt Visit Matthew Brandt's website


Our team

Tori Black-Belt

Tori Black-Belt

Client Relationship Manager

Maria Zavala

Maria Zavala

Client Concierge

Sandy Douberly-Bedard

Sandy Douberly-Bedard

Receptionist